STRATEGY STUDIO / PUBLIC DATA EXPLORER

ADVANCED MEDICAL TECHNOLOGY ASSOCIATION: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
ADVANCED MEDICAL TECHNOLOGY ASSOCIATION (EIN 52-1006053)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-08
IRS object ID
201343129349301739
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-11-08T14:28:25-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN420714325EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line18000 TOWERS CRESCENT DR STE 500AddressLine1
CityVIENNACity
StateVAState
ZIP Code221826205ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN521006053EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1ADVANCED MEDICAL TECHNOLOGY ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlADVANameControl
Phone2027838700Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1701 PENNSYLVANIA AVENUE NW NO 800AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200042654ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKENNETH MENDEZName
TitleCHIEF ADMINISTRATIVE OFFICERTitle
Phone2027838700Phone
Date Signed2013-11-07DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameYONG ZHANG CPAName
PTINP01249785PTIN
Phone7033366400Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1ADVAMEDBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHEN J UBLNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1701 PENNSYLVANIA AVENUE NW NO 800AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200042654ZIPCode
FieldValueIRS element (for citing)
Gross Receipts30615049GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.ADVAMED.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1974YearFormation
State Legal DomicileDEStateLegalDomicile
Activity Or Mission DescriptionTO REPRESENT THE INTERESTS OF MANUFACTURERS OF VARIOUS MEDICAL DEVICES, DIAGNOSTIC PRODUCTS, AND MEDICAL INFORMATION SYSTEMS.ActivityOrMissionDescription
Nbr Voting Members Governing Body40NbrVotingMembersGoverningBody
Nbr Independent Voting Members40NbrIndependentVotingMembers
Total Nbr Employees94TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year29616258ProgramServiceRevenuePriorYear
Program Service Revenue CY29886961ProgramServiceRevenueCY
Investment Income Prior Year418559InvestmentIncomePriorYear
Investment Income Current Year555242InvestmentIncomeCurrentYear
Other Revenue Prior Year194554OtherRevenuePriorYear
Other Revenue Current Year172846OtherRevenueCurrentYear
Total Revenue Prior Year30229371TotalRevenuePriorYear
Total Revenue Current Year30615049TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year142266GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY163896GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year15646116SalariesEtcPriorYear
Salaries Etc Current Year16413322SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year13817726OtherExpensePriorYear
Other Expenses Current Year13869441OtherExpensesCurrentYear
Total Expenses Prior Year29606108TotalExpensesPriorYear
Total Expenses Current Year30446659TotalExpensesCurrentYear
Revenues Less Expenses Prior Year623263RevenuesLessExpensesPriorYear
Revenues Less Expenses CY168390RevenuesLessExpensesCY
Total Assets BOY13575958TotalAssetsBOY
Total Assets EOY13291335TotalAssetsEOY
Total Liabilities BOY7095818TotalLiabilitiesBOY
Total Liabilities EOY6642805TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6480140NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY6648530NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionADVAMED ADVOCATES FOR A LEGAL, REGULATORY, AND ECONOMIC ENVIRONMENT THAT ADVANCES GLOBAL HEALTH CARE BY ASSURING WORLDWIDE PATIENT ACCESS TO THE BENEFITS OF MEDICAL TECHNOLOGY. WE PROMOTE POLICIES THAT FOSTER THE HIGHEST ETHICAL STANDARDS, RAPID APPROVAL OF SAFE AND EFFECTIVE PRODUCTS, ADEQUATE REIMBURSEMENT, AND ACCESS TO INTERNATIONAL MARKETS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
DescriptionADVAMED'S GOVERNMENT AFFAIRS FUNCTION REPRESENTS THE INDUSTRY BEFORE STATE AND FEDERAL POLICYMAKERS, IN GOVERNOR'S OFFICES, STATE LEGISLATURES, THE UNITED STATES CONGRESS, AND RELEVANT FEDERAL AGENCIES. ADVAMED'S ADVOCACY STAFF AND OUTSIDE CONSULTANTS PROVIDE INFORMATION ON POLITICAL AND POLICY DEVELOPMENTS, AND PURSUE THE INDUSTRY'S AGENDA FOR A LEGAL, REGULATORY AND ECONOMIC ENVIRONMENT THAT ADVANCES HEALTH CARE BY ASSURING PATIENT ACCESS TO THE BENEFITS OF MEDICAL TECHNOLOGY.Description

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionTAKING MEMBER COMPANY FEEDBACK FROM WORKING GROUPS AND COMMITTEES,ADVAMED STAFF PROVIDE CRITICAL INPUT TO REGULATORY AGENCIES LIKE FDAAND CMS ON REGULATIONS AND RULES THAT IMPACT THE ABILITY FOR PATIENTSTO RECEIVE TIMELY ACCESS TO LIFE CHANGING DEVICES PRODUCED BY ADVAMED MEMBERS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
DescriptionOUR CONSULTANTS IN JAPAN, CHINA, AND OTHER OVERSEAS MARKETS REPRESENT ADVAMED IN RAPIDLY EXPANDING OVERSEAS MARKETS AND ATTEND MEETINGS WITH GOVERNMENT OFFICIALS AND INDUSTRY COMMITTEE MEETINGS. THESE CONSULTANTS PROVIDE REAL-TIME INFORMATION AND AN INDUSTRY VOICE IN OVERSEAS MARKETS.Description
FieldValueIRS element (for citing)
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax1SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities1ReportOtherLiabilities
Report Fin48 Footnote1ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office1ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP1LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity1RelatedOrgControlledEntity
Transaction Related Entity1TransactionRelatedEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109688NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees94NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account1ForeignFinancialAccount
Name Of Foreign CountryJANameOfForeignCountry
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members40NbrVotingGoverningBodyMembers
Number Independent Voting Members40NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval1DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters1LocalChapters
Policies Reference Chapters1PoliciesReferenceChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture1InvestmentInJointVenture
Written Policy Or Procedure1WrittenPolicyOrProcedure
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1JENNIFER BREAREYBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number2027838700TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1701 PENSYLVANIA AVE NW STE 800AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code200042654ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (60 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployeeFormerFormer
DAVID DVORAK
CHAIRMAN/DIRECTOR1.00XX000
JOE ALMEIDA
SECRETARY/DIRECTOR1.00XX000
DAVID PEREZ
TREASURER/DIRECTOR1.00XX000
PETER ARDUINI
DIRECTOR1.00X000
MICHAEL BALL
DIRECTOR1.00X000
JOANNE BAUER
DIRECTOR1.00X000
JEFFREY BINDER
DIRECTOR1.00X000
KEVIN BUEHLER
DIRECTOR1.00X000
DONALD CASEY
DIRECTOR1.00X000
ROBERT M DAVIS
DIRECTOR1.00X000
JOSEPH DEVIVO
DIRECTOR1.00X000
ROLAND DIGGELMANN
DIRECTOR1.00X000
DEBORAH DISANZO
DIRECTOR1.00X000
CAMILLE FARHAT
DIRECTOR1.00X000
MAURICE FERRE
DIRECTOR1.00X000
CAMERON FINDLAY
DIRECTOR1.00X000
VINCENT A FORLENZA
DIRECTOR1.00X000
MICHAEL FRAZZETTE
DIRECTOR1.00X000
KIERAN T GALLAHUE
DIRECTOR1.00X000
JOHN GREISCH
DIRECTOR1.00X000
TIMOTHY E GUERTIN
DIRECTOR1.00X000
JORGEN HANSEN
DIRECTOR1.00X000
THOMAS HOOK
DIRECTOR1.00X000
LESTER KNIGHT
DIRECTOR1.00X000
KAREN LICITRA
DIRECTOR1.00X000
KEVIN LOBO
DIRECTOR1.00X000
DAVID L LUCCHINO
DIRECTOR1.00X000
MICHAEL MAHONEY
DIRECTOR1.00X000
ALAN MAIN
DIRECTOR1.00X000
V GEORGE MALIEKEL
DIRECTOR1.00X000
JAMES V MAZZO
DIRECTOR1.00X000
STEPHEN F MEYER
DIRECTOR1.00X000
MICHAEL R MINOGUE
DIRECTOR1.00X000
MICHAEL A MUSSALLEM
DIRECTOR1.00X000
CAROLL NEUBAUER
DIRECTOR1.00X000
STUART A RANDLE
DIRECTOR1.00X000
DEBRA RECTENWALD
DIRECTOR1.00X000
TIMOTHY M RING
DIRECTOR1.00X000
WALTER M ROSEBROUGH
DIRECTOR1.00X000
VIRGINIA RYBSKI
DIRECTOR1.00X000
BRENT SAUNDERS
DIRECTOR1.00X000
NADIM YARED
DIRECTOR1.00X000
STEPHEN J UBL
CHIEF EXECUTIVE OFFICER40.00X1810789047553
CHRISTOPHER L WHITE
SR. EXEC VP, GENERAL COUNSEL40.00X597985041973
KENNETH MENDEZ
SR EXEC VP & CAO40.00X469444041973
JENNIFER BRANDELY
CHIEF FINANCIAL OFFICER40.00X174825016320
RALPH IVES
EXEC VP, GLOBAL STRATEGY40.00408317030779X
ANN-MARIE LYNCH
EXEC VP, PAYMENT AND HEALTH40.00482147030779X
ANDREW FISH
EXEC DIRECTOR, ADVAMEDDX40.00502090039301X
DAVID NEXON
SR. EXEC VP40.00573901030577X
JANET TRUNZO
SR. EXEC VP, TECH AND REGULATION40.00485450038173X
FRANK WILTON
SR VP, MEMBERSHIP & MARKET40.00297097042018X
JUAN CARLOS SCOTT
SR EXEC VP, GOVT AFFAIRS40.00468747038444X
GARY KARR
EXEC VP, PUBLIC AFFAIRS40.00349005041973X
PHILIP AGRESS
SR VP, GLOBAL STRATEGY40.00287411029042X
RICHARD PRICE
SR VP, PAYMENT AND HEALTH40.00273932035859X
STEVEN BROTMAN
SR VP, PAYMENT AND HEALTH40.00335903040219X
ELIZABETH PIKA SHARP
VICE PRESIDENT, GOVERNMENT AFFAIRS40.00265403032651X
ELIZABETH KEGLER
VICE PRESIDENT, GOVERNMENT AFFAIRS40.00261087032507X
MARTYN HOWGILL
FMR EXEC DIR, INHEALTH FOUNDATION0.0021014200X
FieldValueIRS element (for citing)
Total Reportable Comp From Org8253675TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation610141TotalOtherCompensation
Number Individuals GT100 K33NumberIndividualsGT100K
Formers Listed1FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
NEIMAND COLLABORATIVE INC
1025 VERMONT AVENUE NW STE 830WASHINGTONDC20005CONSULTING/ MONTHLY RETAINER764264
PURPLE STRATEGIES
815 SLATERS LANEALEXANDRIAVA22314CONSULTING/ MONTHLY RETAINER482173
ALBRIGHT STONEBRIDGE GROUP LLC
555 13TH ST NW STE 300 WWASHINGTONDC20004CONSULTING/ MONTHLY RETAINER336943
LATHAM & WATKINS LLP
555 ELEVENTH ST NW STE 1000WASHINGTONDC20004CONSULTING/ MONTHLY RETAINER325759
CROWELL & MORING INTERNATIONAL LP
1001 PENNSYLVANIA AVE NWWASHINGTONDC20004CONSULTING/ MONTHLY RETAINER300768
FieldValueIRS element (for citing)
Number Of Contractors GT100 K25NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
MEMBERSHIP DUES9000992758904027589040
SEMINARS61143020622512062251
SPECIAL PROJECTS900099235670235670
FieldValueIRS element (for citing)
Total Program Service Revenue29886961TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column555242TotalRevenueColumn
Exclusion$555,242ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column110393TotalRevenueColumn
Exclusion$110,393ExclusionAmount

Other Revenue Misc OtherRevenueMisc (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnExclusionExclusionAmountRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
OTHER INCOME90009950453$50,453
ADMIN. FEES REVENUE9000991200012000
FieldValueIRS element (for citing)
Total Other Revenue62453TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column30615049TotalRevenueColumn
Related Or Exempt Function Income29898961RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$716,088ExclusionAmount
FieldValueIRS element (for citing)
Info In Schedule O Part IXXInfoInScheduleOPartIX

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total148270Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total15626Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total7059659Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total7287558Total

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total530977Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total897713Total

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total637415Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total589466Total

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total62175Total

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total1814014Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4826853Total

Advertising Advertising

FieldValueIRS element (for citing)
Total11916Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total755002Total

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total199508Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total1531264Total

Travel Travel

FieldValueIRS element (for citing)
Total1391251Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total1415995Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total541855Total

Insurance Insurance

FieldValueIRS element (for citing)
Total66883Total

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotal
DUES & SUBSCRIPTION377941
OTHER EXPENSES185209
TRAINING100109

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total30446659Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY1371BOY
EOY717EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY10060436BOY
EOY9493477EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY66655BOY
EOY183977EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY1173BOY
EOY3434EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY209409BOY
EOY569444EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5015651LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec3455727LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY1913978BOY
EOY1559924EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY852971BOY
EOY1014194EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY469965BOY
EOY466168EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY13575958BOY
EOY13291335EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY4305761BOY
EOY3948473EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY2322283BOY
EOY2444919EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY467774BOY
EOY249413EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY7095818BOY
EOY6642805EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6480140BOY
EOY6648530EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6480140BOY
EOY6648530EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY13575958BOY
EOY13291335EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses168390ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Substantially All Dues Nondeduct0SubstantiallyAllDuesNondeduct
Only In House Lobbying0OnlyInHouseLobbying
Agree To Carryover Prior Year1AgreeToCarryoverPriorYear
Dues Assessments27589040DuesAssessments
Non Ded Lobby Political Current1814014NonDedLobbyPoliticalCurrent
Non Ded Lobby Political Carryover-96008NonDedLobbyPoliticalCarryover
Non Ded Lobby Political Total1718006NonDedLobbyPoliticalTotal
Aggr Amt Reported In Dues Notices1655342AggrAmtReportedInDuesNotices
Amount To Be Carried Over62664AmountToBeCarriedOver

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis2234786OtherCostOrOtherBasis
Depreciation1386100Depreciation
Book Value848686BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis2015018OtherCostOrOtherBasis
Depreciation1594635Depreciation
Book Value420383BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis765847OtherCostOrOtherBasis
Depreciation474992Depreciation
Book Value290855BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings1559924TotalOfBookValueLandBuildings

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
DEFERRED ASSESSMENTS$206,897
CAPITAL LEASE OBLIGATION$42,516
FieldValueIRS element (for citing)
Total Of Amounts249413TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt30792518TotRevenueEtcAuditedFinclStmt
Other Revenues177469OtherRevenues
Revenue Not Rptd F990177469RevenueNotRptdF990
Revenue Subtotal30615049RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form99030615049TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt32549134TotExpensesEtcAuditedFinclStmt
Other Expenses Included2102475OtherExpensesIncluded
Expenses Not Rptd F9902102475ExpensesNotRptdF990
Expenses Subtotal30446659ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form99030446659TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48:PART X, LINE 2:ADVAMED COMPLIES WITH THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, ADVAMED MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES, AND ACCOUNTING IN INTERIM PERIODS. ADVAMED HAD NO SUCH POSITIONS RECORDED IN THE FINANCIAL STATEMENTS AT DECEMBER 31, 2012. GENERALLY, ADVAMED IS NO LONGER SUBJECT TO U.S. FEDERAL INCOME TAX POSITIOS BY TAX AUTHORITIES FOR YEARS BEFORE 2009.
PART XI, LINE 2D - OTHER ADJUSTMENTS:INHEALTH REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 6,681. ADVAMED PAC REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 155,288. ADVAMED CA PAC REVENUE IN CONSOLIDATING FINANCIAL STATEMENTS 15,500.
PART XII, LINE 2D - OTHER ADJUSTMENTS:INHEALTH EXPENSE IN CONSOLIDATING FINANCIAL STATEMENTS 1,941,360. ADVAMED PAC EXPENSE IN CONSOLIDATING FINANCIAL STATEMENTS 155,115. ADVAMED CA PAC EXPENSE IN CONSOLIDATING FINANCIAL STATEMENTS 6,000.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (11 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
SOUTH AMERICA00GRANTMAKING8045
EUROPE (INCLUDING ICELAND & GREENLAND)00GRANTMAKING7581
EAST ASIA AND THE PACIFIC13PROGRAM SERVICES519620CONSULTANT IN ASIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS
EAST ASIA AND THE PACIFIC00PROGRAM SERVICES182552STAFF TRAVEL TO REGION FOR MEETINGS
EUROPE (INCLUDING ICELAND & GREENLAND)010PROGRAM SERVICES434911CONSULTANT IN EUROPE MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS
EUROPE (INCLUDING ICELAND & GREENLAND)00PROGRAM SERVICES127792STAFF TRAVEL TO REGION FOR MEETINGS
EUROPE (INCLUDING ICELAND & GREENLAND)02PROGRAM SERVICES318428MEETINGS TO PROMOTE THE HARMONIZATION OF INTERNATIONAL STANDARDS
SOUTH AMERICA01PROGRAM SERVICES174206CONSULTANT IN BRAZIL MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS
SOUTH AMERICA00PROGRAM SERVICES49915STAFF TRAVEL TO REGION FOR MEETINGS
SOUTH ASIA01PROGRAM SERVICES77480CONSULTANTS IN INDIA MEET WITH GOVERNMENT AND INDUSTRY OFFICIALS
SOUTH ASIA00PROGRAM SERVICES27318STAFF TRAVEL TO REGION FOR MEETINGS
FieldValueIRS element (for citing)
Subtotal Number Of Offices1SubtotalNumberOfOffices
Subtotal Number Of Employees16SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees1ContNumberOfEmployees
Total Number Of Offices1TotalNumberOfOffices
Total Number Of Employees17TotalNumberOfEmployees
Subtotal Amount Spent1773135SubtotalAmountSpent
Cont Amount Spent154713ContAmountSpent
Total Amount Spent1927848TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (2 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
SOUTH AMERICAPROGRAM SUPPORT8045WIRE TRANSFER
EUROPE (INCLUDING ICELAND & GREENLAND)PROGRAM SUPPORT7581WIRE TRANSFER
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs2TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.:Identifier
ExplanationSCHEDULE F, PART I, LINE 2: ADVAMED BUDGETS ANNUALLY FOR CHARITABLE DONATIONS AND OTHER CHARITABLE GIVING THAT IS CLOSELY ALIGNED WITH ITS STRATEGIC PLAN AND MISSION. IN ADDITION, ADVAMED MAY IDENTIFY CAUSES THROUGHOUT THE YEAR THAT MAY REQUIRE REPURPOSING OF FUNDS FROM ANOTHER EXPENSE CATEGORY TO SUPPORT CERTAIN MEDICAL DEVICE ISSUES OR MEMBERSHIP INITIATIVES. ALL SUCH SPENDING IS PROCESSED THROUGH ADVAMED'S PURCHASE ORDER SYSTEM, WHICH REQUIRES SEVERAL LEVELS OF EXECUTIVE APPROVAL BEFORE ANY FUNDING IS MADE.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (6 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
AMERICAN ASSOCIATION OF PEOPLE WITH DISABILITIES
1629 K STREET NW STE 950WASHINGTONDC20006521930174501(C)(3)7000PROGRAM SUPPORT
NATIONAL HEALTH COUNCIL
1730 M STREET NW STE 500WASHINGTONDC20036131624107501(C)(3)7000PROGRAM SUPPORT
WOMENHEART
818 18TH STREET NW STE 930WASHINGTONDC20006522148006501(C)(3)7500PROGRAM SUPPORT
ALLIANCE FOR AGING RESEARCH
2021 K STREET NW STE 305WASHINGTONDC20006541379174501(C)(3)10000PROGRAM SUPPORT
DXINSIGHTS
1822 EAST INNOVATION PARK DRIVEORO VALLEYAZ85755501(C)(3)10000PROGRAM SUPPORT
SOCIETY FOR WOMEN'S HEALTH RESEARCH
1828 L STREET NW STE 625WASHINGTONDC20036521694732501(C)(3)10000PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants6TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING GRANTS IN THE U.S.:Identifier
Return ReferencePART I, LINE 2:ReturnReference
ExplanationSCHEDULE I, PART I, LINE 2: ADVAMED BUDGETS ANNUALLY FOR CHARITABLE DONATIONS AND OTHER CHARITABLE GIVING THAT IS CLOSELY ALIGNED WITH ITS STRATEGIC PLAN AND MISSION. IN ADDITION, ADVAMED MAY IDENTIFY CAUSES THROUGHOUT THE YEAR THAT MAY REQUIRE REPURPOSING OF FUNDS FROM ANOTHER EXPENSE CATEGORY TO SUPPORT CERTAIN MEDICAL DEVICE ISSUES OR MEMBERSHIP INITIATIVES. ALL SUCH SPENDING IS PROCESSED THROUGH ADVAMED'S PURCHASE ORDER SYSTEM, WHICH REQUIRES SEVERAL LEVELS OF EXECUTIVE APPROVAL BEFORE ANY FUNDING IS MADE.Explanation

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E Expenses1WrittenPolicyReTAndEExpenses
Substantiation Required1SubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment1SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement

Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
STEPHEN J UBL
CHIEF EXECUTIVE OFFICER1047240072184404170502919701835601858342000
CHRISTOPHER L WHITE
SR. EXEC VP, GENERAL COUNSEL493525010365008100291970127760639958000
KENNETH MENDEZ
SR EXEC VP & CAO38585908277508100291970127760511417000
JENNIFER BRANDELY
CHIEF FINANCIAL OFFICER1573680172500207016320000191145000
RALPH IVES
EXEC VP, GLOBAL STRATEGY34967805507503564029197015820439096000
ANN-MARIE LYNCH
EXEC VP, PAYMENT AND HEALTH4164490655500148029197015820512926000
ANDREW FISH
EXEC DIRECTOR, ADVAMEDDX42624007531005400263220129790541391000
DAVID NEXON
SR. EXEC VP48348508700003416029197013800604478000
JANET TRUNZO
SR. EXEC VP, TECH AND REGULATION376811010507503564029197089760523623000
FRANK WILTON
SR VP, MEMBERSHIP & MARKET25205404430007430291970128210339115000
JUAN CARLOS SCOTT
SR EXEC VP, GOVT AFFAIRS3996610686000486029197092470507191000
GARY KARR
EXEC VP, PUBLIC AFFAIRS30337004482508100291970127760390978000
PHILIP AGRESS
SR VP, GLOBAL STRATEGY24765403747502282029042000316453000
RICHARD PRICE
SR VP, PAYMENT AND HEALTH22436904380005763026098097610309791000
STEVEN BROTMAN
SR VP, PAYMENT AND HEALTH281586053075012420290250111940376122000
ELIZABETH PIKA SHARP
VICE PRESIDENT, GOVERNMENT AFFAIRS2327480321750480027282053690298054000
ELIZABETH KEGLER
VICE PRESIDENT, GOVERNMENT AFFAIRS2288230318000464026994055130293594000
MARTYN HOWGILL
FMR EXEC DIR, INHEALTH FOUNDATION000021014200000210142000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

Return ReferenceReturnReferenceExplanationExplanation
PART I, LINE 1AFIRST CLASS TRAVEL IS AUTHORIZED ONLY IN EXCEPTIONAL CIRCUMSTANCES, SUCH AS WHEN IT IS NECESSARY TO TAKE A SPECIFIC FLIGHT WHERE BUSINESS OR COACH CLASS IS NOT AVAILABLE, AND MUST FIRST HAVE PRIOR WRITTEN APPROVAL BY DEPARTMENT HEADS AND ADVAMED'S PRESIDENT. OTHER EXPENSES INCURRED BY THE TRAVELER FOR TRAVEL OUTSIDE THE DEFINITION OF A BUSINESS TRIP, INCLUDING EXPENSES FOR FAMILY MEMBERS TRAVELING WITH THE EMPLOYEE, ARE ALSO THE RESPONSIBILITY OF THE TRAVELER AND NOT ADVAMED. SUCH EXPENSES ARE KEPT SEPARATE FROM REIMBURSABLE BUSINESS EXPENDITURES. PERSONAL TRAVEL FOR FAMILY MEMBERS/FRIENDS MAY BE BOOKED THROUGH ADVAMED'S TRAVEL AGENCY BUT ARE IDENTIFIED SEPARATELY AND BILLED DIRECTLY TO THE EMPLOYEE. DUE TO THE FREQUENT TRAVEL SCHEDULE AND DEMANDS ON TIME REQUIRED BY THE POSITION, THE PRESIDENT OF ADVAMED MAY TRAVEL BUSINESS CLASS ON ALL INTERNATIONAL FLIGHTS AND FOR TRAVEL OVER 4 HOURS, WHERE SUCH SEATING IS AVAILABLE. SPOUSE'S TRAVEL WILL BE REIMBURSED ONLY WHERE SPOUSE'S ATTENDANCE IS REQUIRED FOR BUSINESS PURPOSES. TRAVEL IS NOT INCLUDED IN TAXABLE INCOME. ADVAMED'S CEO RECEIVED NONTAXABLE SOCIAL CLUB DUES AT THE AMOUNT OF $5,580 DURING 2012.
PART I, LINE 4AMARTYN HOWGILL RECEIVED A SEVERANCE PAYMENT UNDER A CONFIDENTIAL AGREEMENT IN THE AMOUNT OF $ $210,142.

Schedule L IRS990ScheduleL

Loan Table LoanTable (2 entries)

Relationship With OrganizationRelationshipWithOrganizationPurpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
ANDREW FISH
PART VPART VX$2,0001656001
CHRIS WHITE
PART VPART VX$2,0001778001
FieldValueIRS element (for citing)
Total Balance Due3434TotalBalanceDue

Form990 Schedule L Part V Form990ScheduleLPartV (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE L, PART II, LOANS TO AND FROM INTERESTED PERSONS:(A) NAME OF PERSON: ANDREW FISH(B) RELATIONSHIP WITH ORGANIZATION: EXEC DIRECTOR, ADVAMEDDX(C) PURPOSE OF LOAN: COMPUTER LOAN(D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $ 2,000 (F) BALANCE DUE $ 1,656(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = NO(I) WRITTEN AGREEMENT? = YES
(A) NAME OF PERSON: CHRISTOPHER WHITE(B) RELATIONSHIP WITH ORGANIZATION: SR. EXEC VP & GENERAL COUNSEL(C) PURPOSE OF LOAN: COMPUTER LOAN(D) LOAN TO OR FROM ORGANIZATION? = FROM(E) ORIGINAL PRINCIPAL AMOUNT $ 2,000 (F) BALANCE DUE $ 1,778(G) LOAN IN DEFAULT? = NO(H) APPROVED BY BOARD OR COMMITTEE? = NO(I) WRITTEN AGREEMENT? = YES

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (10 entries)

Return ReferenceReturnReferenceExplanationExplanationIdentifierIdentifier
FORM 990, PART VI, SECTION A, LINE 6THE ASSOCIATION HAS TWO CLASSES OF MEMBERSHIPS - ACTIVE AND ASSOCIATE. ANY FIRM OR CORPORATION WHICH, THROUGH ITSELF OR THROUGH ANY OF ITS SUBSIDIARIES OR DIVISIONS, IS SIGNIFICANTLY ENGAGED IN THE MANUFACTURE OF AND/OR THE RESEARCH WITH THE INTENT TO MANUFACTURE MEDICAL DEVICES, DIAGNOSTIC PRODUCTS AND/OR HEALTH CARE INFORMATION SYSTEMS WITHIN THE UNITED STATES, ITS TERRITORIES AND POSSESSIONS, SHALL BE ELIGIBLE FOR ACTIVE MEMBERSHIP. ANY COMPANY OR ORGANIZATION MAY BE ELIGIBLE AS AN ASSOCIATE MEMBER, IN ACCORDANCE WITH SUCH RULES AND REGULATIONS AS THE BOARD OF DIRECTORS OF THE ASSOCIATION MAY ADOPT ESTABLISHING A CLASS OR CLASSES OF ASSOCIATE MEMBERS AND DETERMINING ELIGIBILITY FOR MEMBERSHIP IN SUCH CLASS OR CLASSES. ASSOCIATE MEMBERS MAY PARTICIPATE IN SUCH AFFAIRS OF THE ASSOCIATION AS MAY BE DETERMINED BY THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION A, LINE 7AEACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP, INCLUDING THE ELECTION OF THE BOARD OF DIRECTORS ANNUALLY. THE BOARD NOMINATING AND GOVERNANCE COMMITTEE PRESENTS A PROPOSED SLATE OF DIRECTORS BI-ANNUALLY TO THE MEMBERSHIP FOR VOTE. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE.
FORM 990, PART VI, SECTION A, LINE 7BEACH ACTIVE MEMBER IN GOOD STANDING SHALL BE ENTITLED TO ONE VOTE ON ANY QUESTION COMING BEFORE THE GENERAL MEMBERSHIP. EACH ACTIVE MEMBER SHALL, IN WRITING, DESIGNATE ITS OFFICIAL REPRESENTATIVE TO VOTE AND REPRESENT THAT MEMBER IN ALL OF THE AFFAIRS OF THE ASSOCIATION, INCLUDING THE HOLDING OF OFFICE. SUCH OFFICIAL REPRESENTATIVE SHALL BE THE CHIEF EXECUTIVE OFFICER OR CHIEF OPERATING OFFICER OF THE MEMBER OR SUCH OTHER SENIOR OPERATING OFFICER AS THE CHIEF EXECUTIVE OFFICER MAY DESIGNATE.
FORM 990, PART VI, SECTION B, LINE 11AT ITS MEETING IN DECEMBER 2008, THE BOARD OF DIRECTORS RESOLVED TO DELEGATE ITS AUTHORITY FOR THE REVIEW AND APPROVAL OF THE FORM 990 TO THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION (FAC). THE FAC REVIEWS THE 990 FILING BEFORE IT IS MADE WITH THE IRS. THE DRAFT OF THE FORM 990 IS MADE AVAILABLE FOR REVIEW BY ALL BOARD MEMBERS ON THE BOARD OF DIRECTORS SECTION OF ADVAMED'S WEBSITE PRIOR TO FILING WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12CADVAMED HAS IN PLACE A CONFLICT OF INTEREST POLICY THAT IS MONITORED REGULARLY. EXCERPTS FROM THE POLICY RELATED TO THIS QUESTION ARE SHOWN BELOW: THE CONFLICT OF INTEREST POLICY OF ADVAMED: (1) DEFINES CONFLICTS OF INTEREST; (2) IDENTIFIES CLASSES OF INDIVIDUALS WITHIN THE ASSOCIATION COVERED BY THIS POLICY; (3) FACILITATES DISCLOSURE OF INFORMATION THAT MAY HELP IDENTIFY CONFLICTS OF INTEREST; AND (4) SPECIFIES PROCEDURES TO BE FOLLOWED IN MANAGING CONFLICTS OF INTEREST. 1. A CONFLICT OF INTEREST ARISES WHEN A PERSON IN A POSITION OF AUTHORITY OVER THE ASSOCIATION MAY BENEFIT FINANCIALLY FROM A DECISION HE OR SHE COULD MAKE IN THAT CAPACITY, INCLUDING INDIRECT BENEFITS SUCH AS TO FAMILY MEMBERS OR BUSINESSES WITH WHICH THE PERSON IS CLOSELY ASSOCIATED. ADVAMED'S POLICY IS FOCUSED UPON MATERIAL FINANCIAL INTEREST OF, OR BENEFIT TO, SUCH PERSONS. 2. PERSONS COVERED BY THIS POLICY ARE THE ASSOCIATION'S STAFF OFFICERS, DIRECTORS, CHIEF EXECUTIVE OFFICER, AND CHIEF ADMINISTRATIVE OFFICER. 3. PERSONS COVERED BY THIS POLICY ANNUALLY DISCLOSE TO THE GENERAL COUNSEL ON A FORM PROVIDED BY THE ASSOCIATION THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST, SUCH AS A LIST OF FAMILY MEMBERS, SUBSTANTIAL BUSINESS OR INVESTMENT HOLDINGS, AND OTHER TRANSACTIONS OR AFFILIATIONS WITH BUSINESSES AND OTHER ORGANIZATIONS OR THOSE OF FAMILY MEMBERS. 4. FOR EACH INTEREST DISCLOSED TO THE GENERAL COUNSEL, THE GENERAL COUNSEL WILL DETERMINE WHETHER TO: (A) TAKE NO ACTION; (B) ASSURE FULL DISCLOSURE TO THE BOARD OF DIRECTORS AND OTHER INDIVIDUALS COVERED BY THIS POLICY; (C) ASK THE PERSON TO RECUSE FROM PARTICIPATION IN RELATED DISCUSSIONS OR DECISIONS WITHIN THE ASSOCIATION; OR (D) ASK THE PERSON TO RESIGN FROM HIS OR HER POSITION IN THE ASSOCIATION OR, IF THE PERSON REFUSES TO RESIGN, BECOME SUBJECT TO POSSIBLE REMOVAL IN ACCORDANCE WITH THE ASSOCIATION'S REMOVAL PROCEDURES. THE ASSOCIATION'S CHIEF ADMINISTRATIVE OFFICER AND VICE PRESIDENT OF FINANCE WILL MONITOR PROPOSED OR ONGOING TRANSACTIONS FOR CONFLICTS OF INTEREST AND DISCLOSE THEM TO THE CHAIRMAN OF THE BOARD OF DIRECTORS IN ORDER TO DEAL WITH POTENTIAL OR ACTUAL CONFLICTS, WHETHER DISCOVERED BEFORE OR AFTER THE TRANSACTION HAS OCCURRED. INTERESTS IN MEMBER COMPANIES: AT TIMES, ADVAMED STAFF AND/OR DIRECTORS MAY BE AWARE OF THE SIGNIFICANT AMOUNT OF INTEREST GENERATED IN CONNECTION WITH NEW PRODUCT DEVELOPMENT, SALES AND PROFITS, PRODUCT REGULATORY STATUS, AND ACQUISITIONS IN THE HEALTH CARE TECHNOLOGY INDUSTRY. THUS, ANYONE IN POSSESSION OF MATERIAL INFORMATION NOT GENERALLY AVAILABLE TO THE INVESTING PUBLIC MUST, IN ORDER TO COMPLY WITH THIS POLICY, EITHER DISCLOSE THAT KNOWLEDGE OR REFRAIN FROM TRADING IN THE STOCK. IN ADDITION, THE PURCHASE OF STOCK IN MEMBER COMPANIES CAN LEAD TO THE APPEARANCE THAT A MEMBER OF THE STAFF AND/OR BOARD OF DIRECTORS IS FAVORING THE INTERESTS OF THAT COMPANY BECAUSE OF SUCH FINANCIAL INTEREST. EVEN IF THERE IS NO ACTUAL CONFLICT OF INTEREST, THE APPEARANCE OF IMPROPRIETY MUST BE AVOIDED. NO EMPLOYEE OF THE ASSOCIATION OR MEMBER OF ITS BOARD OF DIRECTORS, EITHER IN HIS OR HER OWN NAME, OR IN THE NAME OF HIS OR HER SPOUSE OR CHILDREN, MAY PURCHASE STOCK IN ANY MEMBER COMPANY WITHOUT ADVISING THE ASSOCIATION PRESIDENT OF SUCH OWNERSHIP OR CONTEMPLATED OWNERSHIP. IN 2010, ADVAMED REQUIRED EMPLOYEES AND DIRECTORS TO SUBMIT AN ANNUAL FINANCIAL DISCLOSURE STATEMENT TO THE GENERAL COUNSEL REGARDING HOLDINGS IN MEMBER COMPANIES. AFTER REVIEW OF THE COMPLETED FORMS BY THE GENERAL COUNSEL, POTENTIAL CONFLICTS ARE REPORTED TO THE PRESIDENT, WHO REPORTS ANY SUCH DISCLOSURES TO THE CHAIRMAN OF THE BOARD OF DIRECTORS. INTERESTS IN ENTITIES DOING BUSINESS WITH ADVAMED: IN THE COURSE OF ITS DAY-TO-DAY OPERATIONS, ADVAMED CONTRACTS WITH NUMEROUS FIRMS THAT PROVIDE GOODS AND SERVICES. IT IS IMPORTANT THAT THESE FIRMS ARE CHOSEN FOR BUSINESS PURPOSES AND NOT BECAUSE THEY ARE INAPPROPRIATELY FAVORED BY ADVAMED EMPLOYEES OR DIRECTORS WHO MAY HAVE A FINANCIAL INTEREST IN PARTICULAR TRANSACTIONS. ACCORDINGLY, ADVAMED EMPLOYEES AND DIRECTORS MUST DISCLOSE, ON AN ONGOING BASIS, ANY FINANCIAL INTEREST IN A COMPANY WITH WHICH ADVAMED CONTRACTS, OR IS CONSIDERING.
FORM 990, PART VI, SECTION B, LINE 15THE PROCESS INCLUDES ALL OF THESE ELEMENTS: (1) REVIEW AND APPROVAL BY THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION OF THE ASSOCIATION; (2) USE OF DATA AS TO COMPARABLE COMPENSATION; AND (3) CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. 1. REVIEW AND APPROVAL. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED BY THE BOARD COMMITTEE ON FINANCE, AUDIT AND COMPENSATION OF THE ASSOCIATION, PROVIDED THAT PERSONS WITH CONFLICTS OF INTEREST WITH RESPECT TO THE COMPENSATION ARRANGEMENT AT ISSUE ARE NOT INVOLVED IN THIS REVIEW AND APPROVAL. 2. USE OF DATA AS TO COMPARABLE COMPENSATION. THE COMPENSATION OF THE PERSON IS REVIEWED AND APPROVED USING DATA AS TO COMPARABLE COMPENSATION FOR SIMILARLY QUALIFIED PERSONS IN FUNCTIONALLY COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. 3. CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE IS CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING WITH RESPECT TO THE DELIBERATIONS AND DECISIONS REGARDING THE COMPENSATION ARRANGEMENT.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART VI, LINE 16ATHE ASSOCIATION FORMED A LIMITED LIABILITY COMPANY CALLED MEDTECH CONFERENCE PARTNERS, LLC WITH LIFE SCIENCES CONFERENCE GROUP LLC (LSCG) TO OWN AND OPERATE THE ANNUAL CONFERENCE.
FORM 990, PART IX, LINE 11GCONSULTING: TOTAL EXPENSES 3,505,177. OTHER PROFESSIONAL SERVICES: TOTAL EXPENSES 1,321,676.OTHER FEES
FORM 990, PART XII, LINE 2CTHE PROCESS FOR OVERSEEING THE AUDIT OF THE FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT THAT AUDITED THE FINANCIAL STATEMENTS HAS BEEN CONSISTENT WITH PRIOR YEARS.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
INSTITUTE FOR HEALTH TECHNOLOGY STUDIES
1319 F STREET NW STE 900WASHINGTONDC20004522281033PROVIDE SUPPORT FOR MEDICAL DEVICE RESEARCHDC501(C)(3)LINE 11A, IADVANCED MEDICAL TECHNOLOGY ASSOCIATION1
ADVANCED MEDICAL TECHNOLOGY ASSOCIATION POLITICAL ACTION COMMITTEE
701 PENNSYLVANIA AVENUE NW STE 800WASHINGTONDC20004POLITICAL ACTION COMMITTEEDC527ADVANCED MEDICAL TECHNOLOGY ASSOCIATION1
ADVANCED MEDICAL TECHNOLOGY ASSOCIATION CA PAC
701 PENNSYLVANIA AVENUE NW STE 800WASHINGTONDC20004455309081POLITICAL ACTION COMMITTEEDC527ADVANCED MEDICAL TECHNOLOGY ASSOCIATION1

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1MEDTECH CONFERENCE PARTNERS LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1701 PENNSYLVANIA AVENUE NW STE 800AddressLine1
CityWASHINGTONCity
StateDCState
ZIP Code20004ZIPCode
FieldValueIRS element (for citing)
EIN364725626EIN
Primary ActivityTRADE SHOWPrimaryActivity
Legal Domicile StateDCLegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1ADVANCED MEDICAL TECHNOLOGY ASSOCIATIONBusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeRELATEDPredominantIncomeType
Share Of Total Income409415ShareOfTotalIncome
Share Of EOY Assets49226ShareOfEOYAssets
Disproportionate Allocations1DisproportionateAllocations
General Or Managing Partner1GeneralOrManagingPartner
Percentage Ownership0.85000PercentageOwnership
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs0RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs0PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolvedMethod Of Amt DeterminationMethodOfAmtDetermination
INSTITUTE FOR HEALTH TECHNOLOGY STUDIES
Q533574CASH
MEDTECH CONFERENCE PARTNERS LLC
S408349CASH